Bedste Investmentadvisor-podcasts (2024)

1
Finance and Romance: Managing Money When One Partner is the CFO - with Dean Ensley 38:53

24h ago38:53

38:53

In today's episode, Anastasia is joined by a special guest--her husband Dean--to explore the intersection of finance and romance. Managing finances in a relationship has its challenges, especially when one partner takes on the role of the "CFO" while the other is more hands-off. We share our personal experiences of navigating money management toget…

1
Episode 68: Bruce Harrington of Pentegra 32:24

1d ago32:24

32:24

In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and ﬁduciary outsourcing solutions. Harrington explains why it’s a common myth that 3(16) plans are only for small companies and how it’s helped organizations of al…

1
How To Strategically Take Out Your CPP 6:05

2d ago6:05

6:05

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How To Strategically Take Out Your CPP 6:05

2d ago6:05

6:05

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#218 - Donna McKeown - Mortgages & Interest rate movement 29:50

4d ago29:50

29:50

In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the benefit is the Pre-Approval process along with some personal anecdotes. She also sha…

1
#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA 50:35

11d ago50:35

50:35

Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved from the independent broker-dealer side of the business to the independent side and has since taken …

1
Three Mistakes Investors Make During Election Years 24:26

15d ago24:26

24:26

How do U.S. elections impact the stock market? In this episode, we dive into "election anxiety" and how it affects your investment decisions. We'll explore the historical data on market performance during election years, whether it matters which political party controls the government, and the three common mistakes investors often make during the e…

1
Episode 67: PIMCO DC Consultant Study 47:12

18d ago47:12

47:12

For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CA…

1
#216 - Navigating the College Selection Process with Todd Weaver 36:04

18d ago36:04

36:04

Navigating the College Selection Process with Todd Weaver On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd describes the process he uses to…

1
Fraud-Proof Your Finances: How to Keep Your Wealth Safe 42:44

29d ago42:44

42:44

In today's digital age, fraudsters are becoming more sophisticated, targeting individuals through online scams, phishing emails, and identity theft. In this episode, we dive deep into how you can protect yourself from falling victim to fraud. We'll cover key strategies to recognize suspicious emails, phone calls, and messages, and how to verify the…

1
#215 - Stephanie Aliaga – J.P. Morgan 47:50

1M ago47:50

47:50

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bl…

1
How To Retire With MORE Using Alternative Investments 4:35

1M ago4:35

4:35

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How To Retire With MORE Using Alternative Investments 4:35

1M ago4:35

4:35

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#214 - Richard LeFauve – Client Edge 1:00:01

1M ago1:00:01

1:00:01

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financi…

1
The Reality Behind Recent Market Dips: A Long-Term Investment Outlook 26:13

1M ago26:13

26:13

In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and context. We'll discuss what's been happening in the markets lately, explore the key factors contributing to increas…

1
#213 - Difficult Conversations 59:17

2M ago59:17

59:17

This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/…

1
#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci 33:59

2M ago33:59

33:59

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds v…

1
Understanding Influences on Your Money Habits: Experience, Luck, and Risk 29:00

2M ago29:00

29:00

In this episode, we revisit one of our favorite personal finance books, "The Psychology of Money" by Morgan Housel to understand how our individual experiences and the elements of luck and risk influence our financial decisions. Building on key insights, we explore why personal history plays such a significant role in shaping how we view money and …

1
9 Steps To Choosing The Right Stock 6:32

2M ago6:32

6:32

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
9 Steps To Choosing The Right Stock 6:32

2M ago6:32

6:32

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#211 - Approaching Business Owners' Insurance concerns and opportunities 44:36

2M ago44:36

44:36

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate diff…

1
#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions 1:02:17

2M ago1:02:17

1:02:17

Valuing Your Life’s Work with Aaron Wells of FP Transitions Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” …

1
How to Cultivate Financial Discipline to Meet Your Goals 36:57

2M ago36:57

36:57

A 2023 survey conducted by payroll.org found that 78% of Americans live paycheck to paycheck and are struggling to save or invest after covering monthly expenses. Despite markets reaching all-time highs, recent years of inflation have driven significant stress and concern over the current economic state. Roughly half of 4,000 respondents in a June …

1
What's The Difference Between EBITDA & Net Income? 3:45

2M ago3:45

3:45

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What's The Difference Between EBITDA & Net Income? 3:45

2M ago3:45

3:45

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Episode 66: Hueler Companies 37:17

2M ago37:17

37:17

A solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST’s Revamping Retirement podcast, hosts Jennifer Doss and Pete Ruffel delve into Hueler’…

1
#209 - Xtrackers 51:18

2M ago51:18

51:18

Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset Management. He’s a Senior Fellow at USMA West Point, has s…

1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes 3:55

3M ago3:55

3:55

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes 3:55

3M ago3:55

3:55

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg, 48:09

3M ago48:09

48:09

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing …

1
Tax Strategies for Young Investors 33:12

3M ago33:12

33:12

In this episode, we dive into essential tax strategies tailored for young investors. Discover the key differences between Roth and traditional IRAs and understand how these choices impact your tax strategy. We'll explain the concept of tax diversification and its importance for building a resilient financial future. Learn how to prioritize contribu…

1
Assets vs. Liabilities: Understanding the Difference for Financial Success 4:29

3M ago4:29

4:29

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Assets vs. Liabilities: Understanding the Difference for Financial Success 4:29

3M ago4:29

4:29

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#207 - Michael Connaughton – Lead Advisor 51:26

3M ago51:26

51:26

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professi…

1
#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team 54:36

3M ago54:36

54:36

Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?…

1
Navigating the AI Revolution: Insights for Investors and Workers, Part Two 14:59

3M ago14:59

14:59

In April 2023, we discussed the rise of AI, our experiences with Chat GPT, and the profound changes AI is poised to bring to our world. We concluded that AI would transform nearly everything, with some changes foreseeable and others beyond our current understanding. Given the rapid advancements in AI, it’s time for an update. In Part One, we explor…

1
Episode 65: Hearts & Wallets 34:33

3M ago34:33

34:33

What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than i…

1
The Best 7 Investments For High Net Worth Individuals 8:42

4M ago8:42

8:42

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The Best 7 Investments For High Net Worth Individuals 8:42

4M ago8:42

8:42

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#205 - Incorporating Long Term Care Into Your Long-Term Planning 52:17

4M ago52:17

52:17

Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year. How can you help your …

1
Navigating the AI Revolution: Insights for Investors and Workers, Part One 28:21

4M ago28:21

28:21

In April 2023, we discussed the transformative rise of AI, predicting that AI would revolutionize nearly every aspect of our lives. Now, a year later, it's time for an update on this rapidly evolving technology. In this episode, we explore the latest AI developments and what they mean for the future. Join us as we delve into: The newest advancement…

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

4M ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

4M ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#204 - Scams & Schemes with Bob Powell 38:04

4M ago38:04

38:04

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

4M ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

4M ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
#203 - Succession Planning with Jessica Polito 47:56

4M ago47:56

47:56

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restri…

1
Understanding FIRE: How the Financial Independence Retire Early Movement Applies to You 32:24

4M ago32:24

32:24

In today's episode, we delve into the FIRE movement—Financial Independence Retire Early. Whether you're new to FIRE or looking to refine your approach, this episode covers what you need to know about applying the FIRE approach to your life. We explore the evolution of FIRE, break down its various types (Lean FIRE, Fat FIRE, Barista FIRE, and Coast …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

4M ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

4M ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

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